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Most companies reach a point when it’s time to implement a Customer Relationship Management (CRM) system. When this time comes, you want your business to grow in the right direction. That means you want to have a strong, yet user-friendly CRM system. It can be difficult to decide. CRM is the fastest-growing type of business software because it’s a major asset to any company. As Dynamics 365 is closing the gap between Salesforce in the...

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If your business is growing and ready to take on more opportunities, Dynamics NAV can help. An easily adaptable enterprise resource planning (ERP) solution helps small and medium-sized businesses automate and connect their sales, purchasing, operations, accounting, and inventory management. Microsoft Dynamics NAV and Dynamics 365 is the complete solution that will deliver the business management toolkit that enables growth, creates efficiencies and allows your team to achieve more. It is trusted worldwide, is familiar and...

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Microsoft Dynamics 365 is designed to support the sales process from acquiring a new lead through the close of sales. Microsoft Dynamics 365 has a place to store the contact information for new leads, a place to track the follow-up communications, and the ability to qualify a Lead into an Account, Contact, and Opportunity. Dynamics 365 keeps Leads in a separate area in order to ensure your main database of Accounts and Contacts does not...

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Campaigns and Quick Campaigns Microsoft Dynamics 365 allows you to create Campaign records that help you organize your efforts for marketing projects over time. Campaigns are also designed to provide insight on investment for each campaign. They allow you to track the campaign spend and response so you know exactly how effective your marketing efforts are. The campaign record gives you a place to keep track of any activities that are involved in a campaign,...

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There was a time when Customer Relationship Management, or CRM, was the exclusive domain of the sales team. Salespeople were the liaison between the customer and the business. Those days have come to an end — to meet customers’ expectations today requires input from across the company. Today’s customer expects to have a deeper relationship with your small and medium business (SMB). They are more educated about your products when they engage and want to...

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